CRM Help

Working with Invoices

Once the sales stage reaches its final phase you may start working on the payment procedure. In this regard an Invoice plays a vital role, which is important for both Sales and Accounting purposes. An invoice is a bill issued by the vendor to the customer along with the goods or services shipment. It usually contains the Purchase Order reference number, Date, Billing Address, Shipping Address, Terms of Payment, Line Items (products/services) with quantities and prices. In a typical organization, invoicing completes the sales process and begins the accounting process where accounts receivable is managed by the Accounts/Finance teams.

In Zoho CRM, you can create invoices directly from the Potentials, Accounts, Quotes, or Sales Order modules.

Availability

Profile Permission Required: Access to the Invoices Tab that includes View, Create, Edit and Delete permissions.

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